IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.1M
3
+$1.93M
4
AMSG
Amsurg Corp
AMSG
+$1.35M
5
PII icon
Polaris
PII
+$1.19M

Top Sells

1
+$5.28M
2
+$3.06M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.51M
5
IHS
IHS INC CL-A COM STK
IHS
+$960K

Sector Composition

1 Industrials 12.49%
2 Financials 12.21%
3 Technology 11.22%
4 Consumer Discretionary 11.17%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$13K ﹤0.01%
100
652
$13K ﹤0.01%
+255
653
$12K ﹤0.01%
115
654
$12K ﹤0.01%
220
655
$12K ﹤0.01%
145
-10
656
$12K ﹤0.01%
745
+20
657
$12K ﹤0.01%
305
-75
658
$12K ﹤0.01%
255
-955
659
$12K ﹤0.01%
90
-6,825
660
$12K ﹤0.01%
+70
661
$12K ﹤0.01%
170
-12
662
$12K ﹤0.01%
340
-85
663
$11K ﹤0.01%
435
-105
664
$11K ﹤0.01%
+755
665
$11K ﹤0.01%
275
666
$11K ﹤0.01%
1,363
-337
667
$11K ﹤0.01%
220
-155
668
$11K ﹤0.01%
245
-200
669
$11K ﹤0.01%
225
-55
670
$11K ﹤0.01%
100
671
$11K ﹤0.01%
840
+30
672
$11K ﹤0.01%
+410
673
$11K ﹤0.01%
200
-55
674
$10K ﹤0.01%
280
-70
675
$10K ﹤0.01%
240
-20
25 26
27
28 29